Slide 1: Cover Sheet
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 COVER SHEET P W 0 0 0 0 1 1 7 7 G L O B E T E L E C O M , I N C . (Company's Full Name) 2 7 / F T H E G L O B E T O W E R 3 2 N D S T R E E T C O R N E R 7 T H A V E N U E B O N I F A C I O G L O B A L C I T Y T A G U I G (Business Address:
Slide 2: SEC Form 17-C Current Report
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 SECURITIES AND EXCHANGE COMMISSION SEC FORM 17-C CURRENT REPORT UNDER SECTION 17 OF THE SECURITIES REGULATIONS CODE (SRC) AND SRC RULE 17(a)-1(b)(3) THEREUNDER 1. August 10, 2026 Date of Report (Date of earliest event reported) 2. 1177 3. 00
Slide 3: 2Q/1H 2026 Analysts' Briefing
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 2Q/1H 2026 Analysts’ Briefing August 10, 2026 | The Globe Tower + Zoom
Slide 4: Globe sustained growth momentum and achieved a record-breaking quarter
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 2Q/1H26 FINANCIAL PERFORMANCE Notwithstanding external headwinds, Globe sustained growth momentum and achieved a record-breaking quarter Consolidated Gross Globe Updates EBITDA Core NIAT Service Revenues ALL-TIME ▲ 6% ▼ 2% On track to hit pr
Slide 5: Mobile data accounted for 89% of total segment revenues
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 MOBILE BUSINESS Mobile data accounted for 89% of total segment revenues, on essential usage, deeper habituation, and a growing base Total 1H26 ▲ 2% QoQ Mobile Revenues to Php30.4bn 60.4 Mobile Data 53.9 php php bn bn ▲ 6% YoY 2Q25 3Q25 4Q25
Slide 6: Usage remained stable despite economic drag, with 5G adoption accelerating
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 MOBILE BUSINESS Usage remained stable despite periods of economic drag, with 5G adoption accelerating Average Daily Top-ups and Traffic Promising 5G momentum Top-ups Traffic 5G ATPU 5G Mobile Traffic ▲ 45%MoM ▲ 23% MoM 2025 Mar Jun Sep Dec 202
Slide 7: Broadband revenue growth extended to a fifth straight quarter
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 BROADBAND BUSINESS Broadband revenue growth extended to a fifth straight quarter, on sustained operating momentum Total 1H26 ▲ 1% QoQ Broadband Revenues to Php6.3bn 12.4 Fiber’s share of 1H26 Total Fiber Total Fiber Broadband revenues Revenue
Slide 8: Precision execution fuels GFiber Prepaid's rapid growth
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 BROADBAND BUSINESS Precision execution fuels GFiber Prepaid’s rapid growth, with total subscribers hitting 1.1 million Subscribers Scaling Sustainably GFP Subscribers Globe’s strategy delivers rapid 1.1 growth while ensuring high long-term c
Slide 9: Core connectivity and ICT services push Corporate Data revenues higher
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 CORPORATE DATA BUSINESS Demand for core connectivity and ICT-related services continued to push Corporate Data revenues higher Total 1H26 ▲ 15% QoQ Corporate Data to Php5.9bn ALL-T IME Revenues 11.0 Core Accounts ICT-related Services 9% 22%
Slide 10: Core-adjacent businesses sustained significant contribution
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 NON-TELCO BUSINESS Core-adjacent businesses sustained significant contribution, unlocking greater value within the Globe ecosystem Softer non-telco revenues Total 1H26 Total 1H26 Mynt contributed 28% primarily due to the Equity Share in Non-T
Slide 11: CAPEX at Php26.3 billion, higher YoY
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 CAPITAL EXPENDITURES CAPEX at Php26.3 billion, higher YoY as Globe continued to pursue strategic investment opportunities CAPEX-to-Revenue Ratio Capital 61% 64% 44% 34% 28% 31% Expenditures CAPEX (in Php Bn) 26.3 php bn 101 93 ▲ 39% YoY 71 ●
Slide 12: Spending allocated to data-related initiatives
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 CAPITAL EXPENDITURES Spending allocated to data-related initiatives, underscoring investment in digital capacity expansion & network quality Others, Business Support, 2% 6% Core, 1% 878 5G sites installed 80,052 FTTH lines deployed Data, 91%
Slide 13: Globe recognized as most consistent mobile and fixed network
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 NETWORK UPDATES Globe recognized as the Philippines’ most consistent mobile and fixed network; and the widest 5G coverage in the PH Based on Ookla®1 Speedtest Intelligence® data for Q1–Q2 2026, Globe has been recognized as the Most Consistent
Slide 14: Completing 100% of awarded GIDA sites under Bayanihan SIM Project
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 ESG UPDATES Driving nationwide digital inclusion by completing 100% of awarded GIDA sites under DICT’s Bayanihan SIM Project 180 Connected Geographically Isolated and Disadvantaged Areas (GIDA) sites nationwide
Slide 15: Scaling green transition, AI adoption, upskilling and social impact
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 ESG UPDATES Scaling green transition, AI adoption, employee upskilling and social impact while sustaining ESG leadership ENVIRONMENT SOCIAL NET ZERO ONLINE SAFETY COMMUNITY ENGAGEMENT AI EMPLOYEE UPSKILLING Reach net-zero greenhouse gas Bloc
Slide 16: ESG awards and recognitions
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 ESG UPDATES Scaling green transition, AI adoption, employee upskilling and social impact while sustaining ESG leadership 🏆Fortune Southeast Asia 500 3rd consecutive year 🏆TIME World's Most Sustainable Companies 2026 2nd consecutive year…
Slide 17: STT GDC Philippines: Sustainable, Advanced Infrastructure
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 STT GDC Philippines Innovation and AI-Readiness with Sustainable, Advanced Infrastructure Meeting Global Demands to Power the Digital Economy Building Sustainable STT Fairview 1 Infrastructure for the Future ✓ Level 1 Data Halls completed (S
Slide 18: STT GDC Philippines: Enabling AI-Ready organizations
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 STT GDC Philippines Innovation and AI-Readiness with Sustainable, Advanced Infrastructure Enabling Philippine organizations to be AI-Ready Mind the Gap Media Briefing — April 22 • Philippines ● Beyond providing the infrastructure, STT GDC Phi
Slide 19: STT GDC Philippines: Globally recognized AI-Ready infrastructure
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 STT GDC Philippines Innovation and AI-Readiness with Sustainable, Advanced Infrastructure Globally Recognized as an AI-Ready infrastructure COMPUTEX 2026 — June 2-5 • Taiwan ● Met industry leaders, global innovators and technology partners,
Slide 20: Mynt: Leading with meaningful and exciting innovations
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 MYNT UPDATES Leading with meaningful and exciting innovations #1 NEW WAYS TO PAY | COMMUTE QR Experience first world commutes Finance Superapp — now in LRT-2! [2] in the Philippines [1] NEW WAYS TO DELIGHT | BTS CARD Exclusive BTS Mynt is th
Slide 21: Mynt: Creating more opportunities through financial inclusion
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 MYNT UPDATES Creating more opportunities through financial inclusion NEW! FUSE x SEC Signing Fair Lending for All Affordable Insurance Loans Disbursed LTD Policies Sold LTD ▲57% ▲303% Php 451B YoY 255.0M YoY Unique Borrowers GInsure Users (A
Slide 22: Strengthening the digital economy through partnerships
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 MYNT UPDATES Strengthening the digital economy through partnerships Strategic Official Partner iGnite Innovation Victorias & Ormoc MOA Signings of ASEAN 2026 Summit 2026. CITYzens ID During the PH State Visit to Japan Amid the Philippine Cha
Slide 23: Financial Highlights
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 Financial Highlights
Slide 24: Record quarterly figures allowed for QoQ core NIAT growth
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 2Q/1H26 FINANCIAL PERFORMANCE Record quarterly figures allowed for QoQ core NIAT growth; YoY momentum slowed by higher interest expense 1H 2026 1H 2025 YoY % 2Q 2026 1Q 2026 QoQ % Gross Service Revenues 85,367 80,188 ▲ 6% 43,402 41,965 ▲ 3% O
Slide 25: Topline growth more than offset higher OPEX, lifting EBITDA
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 2Q/1H26 FINANCIAL PERFORMANCE Topline growth more than offset higher OPEX, lifting EBITDA both YoY and QoQ YoY ▲ 6% YoY in Php Millions QoQ ▲ 2% QoQ in Php Millions
Slide 26: Consistent returns to shareholders enabled by robust balance sheet
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 CAPITAL ALLOCATION Continue to provide consistent and sustainable returns to shareholders, enabled by robust balance sheet 2Q 2026 FY 2025 3Q26 Quarterly Cash (in Php Bn) 19.7 25.0 25.0 Dividends Gross Debt (in Php Bn) 261.7 256.3 Gross Debt
Slide 27: FY 2026 Consolidated Outlook
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 FY 2026 CONSOLIDATED OUTLOOK Full-year consolidated outlook holding steady following record-breaking results EBITDA Revenues Margin CAPEX Low- to mid-single digit % growth ~50% Below USD 1.0 billion Other Considerations Geopolitical headwind
Slide 28: Thank you!
Docusign Envelope ID: 38A3CE4B-E554-8091-810F-B5A21CB139F2 Thank you!